NBT Bank’s JPMorgan Municipal ETF JMUB Stock Holding History

NBT Bank’s Portfolio JMUB Stock Details JMUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.54M	Hold	30,760	–	–	0.1%	165
2025 Q4	$1.55M	Sell	30,760 -980	-3%	-$49.6K	0.1%	164
2025 Q3	$1.6M	Hold	31,740	–	–	0.1%	161
2025 Q2	$1.58M	Sell	31,740 -2,800	-8%	-$138K	0.11%	166
2025 Q1	$1.73M	Sell	34,540 -8,635	-20%	-$434K	0.12%	161
2024 Q4	$2.17M	Sell	43,175 -3,265	-7%	-$165K	0.15%	138
2024 Q3	$2.38M	Buy	46,440 +11,120	+31%	+$566K	0.16%	134
2024 Q2	$1.78M	Sell	35,320 -400	-1%	-$20.1K	0.13%	162
2024 Q1	$1.81M	Buy	35,720 +585	+2%	+$29.7K	0.13%	149
2023 Q4	$1.79M	Buy	35,135 +805	+2%	+$39.6K	0.14%	152
2023 Q3	$1.66M	Buy	34,330 +835	+2%	+$41.4K	0.16%	128
2023 Q2	$1.68M	Buy	33,495 +9,550	+40%	+$481K	0.24%	105
2023 Q1	$1.21M	Sell	23,945 -60	-0.2%	-$3.02K	0.18%	125
2022 Q4	$1.19M	Buy	24,005 +18,815	+363%	+$922K	0.17%	123
2022 Q3	$251K	Sell	5,190 -720	-12%	-$36.1K	0.04%	203
2022 Q2	$295K	Hold	5,910	–	–	0.05%	198
2022 Q1	$304K	Buy	+5,910	New	+$314K	0.04%	201

Other funds holding JMUB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NBT Bank's JMUB Position: Q1 2026 in Review

NBT Bank held its JPMorgan Municipal ETF (JMUB) position steady in Q1 2026 at 30,760 shares worth $1.54M. The position accounts for 0.1% of the portfolio, ranked #165.

NBT Bank first reported a position in JMUB in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.38M in Q3 2024. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

NBT Bank held 30,760 shares of JPMorgan Municipal ETF worth $1.54M as of Q1 2026.
NBT Bank left its JPMorgan Municipal ETF share count unchanged in Q1 2026.
JPMorgan Municipal ETF made up 0.1% of NBT Bank's portfolio in Q1 2026, its #165 holding.
NBT Bank first reported a position in JPMorgan Municipal ETF in Q1 2022 and has held it in 17 quarters since.
NBT Bank's JPMorgan Municipal ETF position peaked at $2.38M in Q3 2024.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.